First Manhattan’s Broadridge BR Stock Holding History

First Manhattan’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,050	Closed	-$235K	–	758
2025 Q4	$235K	Hold	1,050	–	–	﹤0.01%	679
2025 Q3	$251K	Hold	1,050	–	–	﹤0.01%	648
2025 Q2	$256K	Sell	1,050 -6	-0.6%	-$1.43K	﹤0.01%	646
2025 Q1	$257K	Sell	1,056 -27	-2%	-$6.35K	﹤0.01%	610
2024 Q4	$246K	Hold	1,083	–	–	﹤0.01%	622
2024 Q3	$234K	Buy	1,083 +6	+0.6%	+$1.25K	﹤0.01%	626
2024 Q2	$213K	Hold	1,077	–	–	﹤0.01%	621
2024 Q1	$221K	Hold	1,077	–	–	﹤0.01%	638
2023 Q4	$222K	Sell	1,077 -450	-29%	-$83K	﹤0.01%	631
2023 Q3	$273K	Hold	1,527	–	–	﹤0.01%	606
2023 Q2	$253K	Hold	1,527	–	–	﹤0.01%	621
2023 Q1	$224K	Sell	1,527 -29	-2%	-$4.15K	﹤0.01%	658
2022 Q4	$209K	Sell	1,556 -16	-1%	-$2.27K	﹤0.01%	692
2022 Q3	$226K	Hold	1,572	–	–	﹤0.01%	668
2022 Q2	$224K	Hold	1,572	–	–	﹤0.01%	695
2022 Q1	$244K	Hold	1,572	–	–	﹤0.01%	727
2021 Q4	$287K	Hold	1,572	–	–	﹤0.01%	677
2021 Q3	$261K	Hold	1,572	–	–	﹤0.01%	677
2021 Q2	$253K	Hold	1,572	–	–	﹤0.01%	694
2021 Q1	$240K	Sell	1,572 -1,751	-53%	-$259K	﹤0.01%	675
2020 Q4	$509K	Hold	3,323	–	–	﹤0.01%	504
2020 Q3	$438K	Hold	3,323	–	–	﹤0.01%	515
2020 Q2	$419K	Hold	3,323	–	–	﹤0.01%	521
2020 Q1	$315K	Hold	3,323	–	–	﹤0.01%	540
2019 Q4	$410K	Sell	3,323 -210	-6%	-$25.7K	﹤0.01%	556
2019 Q3	$439K	Hold	3,533	–	–	﹤0.01%	547
2019 Q2	$451K	Hold	3,533	–	–	﹤0.01%	564
2019 Q1	$366K	Hold	3,533	–	–	﹤0.01%	602
2018 Q4	$340K	Hold	3,533	–	–	﹤0.01%	601
2018 Q3	$466K	Hold	3,533	–	–	﹤0.01%	588
2018 Q2	$406K	Hold	3,533	–	–	﹤0.01%	579
2018 Q1	$387K	Hold	3,533	–	–	﹤0.01%	569
2017 Q4	$320K	Hold	3,533	–	–	﹤0.01%	624
2017 Q3	$285K	Buy	3,533 +210	+6%	+$16.2K	﹤0.01%	618
2017 Q2	$251K	Hold	3,323	–	–	﹤0.01%	632
2017 Q1	$225K	Hold	3,323	–	–	﹤0.01%	665
2016 Q4	$220K	Hold	3,323	–	–	﹤0.01%	643
2016 Q3	$225K	Hold	3,323	–	–	﹤0.01%	646
2016 Q2	$216K	Hold	3,323	–	–	﹤0.01%	666
2016 Q1	$197K	Hold	3,323	–	–	﹤0.01%	666
2015 Q4	$178K	Hold	3,323	–	–	﹤0.01%	700
2015 Q3	$183K	Hold	3,323	–	–	﹤0.01%	680
2015 Q2	$166K	Hold	3,323	–	–	﹤0.01%	726
2015 Q1	$182K	Sell	3,323 -250	-7%	-$12.7K	﹤0.01%	707
2014 Q4	$165K	Hold	3,573	–	–	﹤0.01%	733
2014 Q3	$148K	Hold	3,573	–	–	﹤0.01%	735
2014 Q2	$148K	Hold	3,573	–	–	﹤0.01%	737
2014 Q1	$132K	Sell	3,573 -534	-13%	-$20K	﹤0.01%	747
2013 Q4	$162K	Hold	4,107	–	–	﹤0.01%	708
2013 Q3	$130K	Hold	4,107	–	–	﹤0.01%	738
2013 Q2	$117K	Buy	+4,107	New	+$106K	﹤0.01%	758

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan's BR Position: Q1 2026 in Review

First Manhattan sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,050 shares — an estimated $235K sold.

First Manhattan first reported a position in BR in Q2 2013 and held it in 51 quarters. The position peaked at $509K in Q4 2020. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

First Manhattan reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
First Manhattan sold 1,050 Broadridge shares in Q1 2026, an estimated $235K.
First Manhattan first reported a position in Broadridge in Q2 2013 and held it in 51 quarters.
First Manhattan's Broadridge position peaked at $509K in Q4 2020.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.